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BIZ Contactz Gold module

This module included with BIZ Basics Gold Super Bundle Optional: Also available online as a separate module (NOTE: separate modules require linking) General Details & Order Info   Manage your contacts more effectively The fully customizable work-group contact manager! Go directly to the free Demo download area for Contactz module only Click...for upgrade info & What's New in BIZ "Gold" ?... Click...for a sneak peek at the BIZ "Gold" screen captures... BIZ CONTACTZ contact management module Includes the following file names: HomeBase • People • Address • Phones • Activity • RSRC • Library • Calendar • Help • ShipZipz • Custom • Layouts • Passwrd • BIZopen Keeping great customers is a continuous challenge. It takes much more than keeping a well-stocked inventory and offering quality competitive products. It takes excellence - an ongoing excellence in customer service. Take good care of your valuable customers and they'll continue to come back to lift your bottom line. It only takes one bad experience to lose a great customer. BIZ Contactz™ is the leader in service-based contact tracking that enables your staff to provide excellence real-time response to your valuable contact base. BIZ Contactz provides timely and comprehensive assistance via phone, fax, email, web and document control. This powerful database maintains control over critical support information which is always at the touch of your fingertips. BIZ Contactz creates a history of every activity in and out of your company. The Profile and Promotional tools provide a simple way to track the information that is most important to your company survival. Your customers will gain new confidence in your company each time they speak with one of your customer service representatives who are armed with all the needed information profiling your customer. This essential office tool is now available separately or with our entire office bundle which also allows you to track products sold, returned and related payments. Give your office the power to provide excellent service. GENERAL BENEFITS Networkable: Multi-user workgroup ready Faster: Optimized for PowerMac ("native") Combine Mac & Windows ‘98, NT on your network Fully customizable; unlocked templates Save time, stay organized, centralize Provides unlimited ways of tracking data Manages your schedule, To-Do's, Calendar Prints attractive (customizable) reports/forms Allows import of data from other db & organizers HomeBase command center manages daily tasks View your calendar by day, week, month Allows each coworker to maintain own calendar Setup "recurring" To-Do with one-time entry One-Click for Auto-reminders Attractive 3-D colorful screens - EZ on your eyes Fully documented & built-in on-line HELP Add-on as your business grows (see below) GENERAL FEATURES Built-in auto-dialing button for each phone number Unlimited addresses, email & phones per contact record Track meeting notes, To-Do's, calls, documents "Auto-Schedule" feature tracks future follow-ups Carry forward unfinished tasks to next day Click on any "Activity Log" entry to view old activities Creates Group Schedules & individual Calendars Document Center stores library of master documents Mail merge documents with One person or a Group Message Center lets anyone take coworker messages auto-dialing via your modem Phone logs, activity reports mail labels, envelopes, letters set up for barcodes with your PostNet font 54,000+ zip code lookups speed data entry accuracy auto-reminders and more NEW CONTACT MGMT MODULE ENHANCEMENTS New Email management layout. Added support links to Outlook Express and Entourage. Added sales/purch fields to display Total/Avg spending Related Journal entries may now also be viewed directly in PEOPLE file by Cust/Vend Added additional credit card fields for storage of multiple card numbers per customer TimeSaver WebLink button sends you to the current record's website ADDRESS RELATED New Import scripts assist with bringing large mail lists into BIZ. Bring all fields into the Address file and then run the new MERGE/PARSE script which auto-parses your data into the proper files. ACTIVITY RELATED Speech Integration: enhanced message center, activities and documents will now speak text to you so you don’t have to read all the text. A preference is available to turn this new feature on or off. A new To-Do List screen is included which has “filters” that let you view different types of data in a self-related portal. Truly a nice way to keep tabs on your to-do list, simply. RSRC "CONFIGURABLE" NAVIGATION BUTTONS Customizable Button labels: Added many new buttons and graphics to this file which are used via relationship to show navigation buttons and new “shortcut” buttons throughout the files. NEW: If you don’t like the name of a button you may customize the name for that button (in one place in this file) and all configurable buttons are instantly changed throughout BIZ Basics. For example, if you don’t want your button to say “People” you may change it to “Clients” or even a foreign language version “Cliéntos”, etc.. Powerful versatility! DOCUMENT LIBRARY RELATED "Invoice Notes" and "Purchase Notes" are now automatically calculated by a new "Note Key". This simplifies auto-adding new notes to the Message pop-up menus saving you a setup step each time you add a new note. MORE... PEOPLE file adds ability to display "related contacts" for over 20 related fields this powerful feature lets you see a scrolling list of related contacts on the main "People" data entry layout. Click on any contact name to navigate directly to that record. For example, this lets you see all contacts from the same company, or all the contacts who purchased the same product, or who's favorite color is "Blue", etc., etc.) New HelpDesk layout lets everyone at your company have access to ongoing info about each customer, vendor and lead prospect, providing you with better customer service. New automated "Time Billing" on the HelpDesk layout (requires super bundle) Invoices may now be auto-generated for "Time-Billing" entries at click of a button (requires super bundle) Over 30 "User-definable" fields New Receive Payments layout lets you apply one payment (or Credits) across multiple Invoices (requires full BIZ bundle) Make Payments layout lets you apply Debit Memos or one payment across multiple P.O.s (requires full BIZ bundle) Updated SETUP Preferences offers improved sequencing of document #s (Inv#, CreditMemo#, etc.) New Payroll portal layout, in People file, provides an EZ starting point for payroll entries (with full BIZ bundle) AVAILABLE MODULES that already Link with this module: Double-entry Accounting module provides G/L accounting in FileMaker Purchasing module tracks P.O.s & Payables Project Tracking manages job costs Shipping module PRINTED REPORTS & FORMS Mail labels, ship labels, envelopes Printed calendars and schedules Activity Log Contact Lists, phone lists, address books Monthly, weekly, daily calendar To-Do Lists: overview, detailed breakdowns "While You Were Out" messages (4-up) Work completed report Outgoing call reports Letters, FAX covers, memos, reports, more... Invest in our bundle and save! SUPER OFFICE BUNDLE: 100% MADE & MANUFACURED IN THE USA FULL BIZ Basics "GOLD" SUPER BUNDLE: $1398 ...Single-user (includes all 6 modules) Network USer licenses: $125 for each Additional network user (addtl. users available thru Working Solutionz only) BUY AMERICAN NOW! This module is included as part of our BIZ Basics Gold super bundle AS SEPARATE MODULE: BIZ Contactz - $349 Plus $125 per each additional network user (call us direct for additional users) Individual modules available online for download ONLY. Go directly to the free Demo download area for Contactz module only Click here to Order via email. OR CALL Working Solutionz - (8am-1pm between pacific time): TEL: (805) 522-2170 FAX: (805) 527-7787 Sales Tax: Phone Orders - California residents add 7.25% We accept: Major Credit Cards ORDER ONLINE (this module coming soon - currently only previous 4.0v4 modules available): DOWNLOAD & SAVE! All prices subject to change. Please have your credit card and address information ready when your order. Click "DOWNLOAD & SAVE!" above to order. Digital River accepts all Major Credit Cards Sales Tax; Download Orders via Digital River - Illinois residents add sales tax